+226.3%
CLSK vs MTB
+114.2%
+112.1%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MTB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | +0.3% | +6.5% | +6.4% |
| 7D | +7.7% | 0.0% | +7.7% | +7.7% |
| 30D | +12.2% | -4.8% | +17.0% | +18.1% |
| 3M | -15.5% | +6.0% | -21.4% | -22.3% |
| 6M | +39.3% | +19.6% | +19.7% | +10.7% |
| YTD | +35.1% | +21.5% | +13.6% | +3.4% |
| 1Y | +34.0% | +24.7% | +9.3% | -1.2% |
| 3Y | +226.3% | +108.6% | +117.7% | +42.4% |
| All | +226.3% | +114.2% | +112.1% | +42.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MTB.
Daily Out/Under-Performance
Portfolio return minus MTB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MTB return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded MTB wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling